Individually Managed Investment Accounts
Maximise the returns on your investment portfolio!
If you are looking to invest in a top performing managed investment portfolio, then look no further!
For investors who want direct ownership of their share market investments - Wealth Within is a boutique fund manager specialising in Individually Managed Investment Accounts tailored to your needs.
The service provides all of the benefits of being a shareholder without the headaches of running your own investment portfolio. Using proven and disciplined investment strategies and techniques, our aim is to help you consistently outperform the share market over the medium to long term.
Designed for investors who want superior market returns - our professional investment fund managers scan the market to find the best performing stocks to create a top performing investment portfolio for you.
With an audited track record unsurpassed in the industry, our funds management team work hard to ensure your financial future is secure.
Our Individually Managed Portfolio Service is suitable for clients who:
- do not have the time or expertise to manage their own portfolio
- would prefer to utilise the expertise of professionals
- have cash to invest or have an existing portfolio
- would like timely reporting on their investments
- want a professionally managed investment portfolio
- are seeking superior market returns
Unlike many managed investment schemes that operate as a unitised trust or a separately managed account that operates on the basis of a modelled portfolio whereby your funds are invested in a pre-existing portfolio of assets, we customise each portfolio to identify the best performing opportunities at the time you invest.
This is based on our philosophy which combines 'timing the market' with 'time in the market' to seek to maximise the return on your investments.
to learn about our Individually Managed Investment Account Service.
Historical Performance
Below are the Portfolios that Wealth Within has been managing since April 2003.
Audited Returns to 6 April 2008
PKF Chartered Accountants & Business Advisors ('PKF'), a major Australian and global accounting firm, have audited the results of our portfolios and have verified both the performance methodology and accuracy of the results for the period from inception (7 Apr 03) to 6 April, 2008.
Read the findings of the PKF review. View the performance methodology.
| Portfolio | 6 Yr Total Return | Performance P.A. |
| Blue Chip | 106.57% | 17.75% |
| Growth | 166.08% | 27.65% |
Represents the average annual change in capital value per annum net of fees and brokerage.
Assumes reinvestment of income.
6 year return to 6 Apr 09.
Returns audited by PKF Chartered Accountants.
Past Performance is no indication of future performance.
Wealth Within manages individual accounts, so each account may display different performance results.
Our Expertise, Our Performance, Your Choice
The benefits to you include:
- All shares held in your name
- Professionally managed investment
- Full administration of your portfolio
- Superior market returns
- More effective tax planning
- Direct benefit of dividends
- Funds invested only in leading ASX companies
- Competitive fee structure
- Leveraging opportunities available
- 24/7 access online
- Comprehensive online reporting
- Quarterly reports giving you greater detail of all trades and performance
The minimum investment for retail clients is $50,000 while for sophisticated investors it is $100,000. A competitive fee structure is offered in line with these investment opportunities.
More Information
Click here now
Free Call
to learn about our Individually Managed Investment Account Service.
Alternatively, you can call our office to speak with a Client Services Consultant call - 1300 742 738.
Want to take a more active role to managing your portfolio - learn more about our Share Trading Education.